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Browsing Tag

Financial planners

23 posts
PPersonal finance
Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That's Wrong
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Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong

  • February 5, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
PPersonal finance
In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat
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In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat

  • January 28, 2026
A 65-year-old retiring this month faces a financial puzzle: leaving work with $1.3 million saved, but entering retirement…
PPersonal finance
Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts
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Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts

  • January 26, 2026
A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed…
PPersonal finance
8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)
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8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)

  • January 21, 2026
For many Americans, the dream of early retirement can feel out of reach, especially when financial advisors warn…
PPersonal finance
What investors need to know
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What investors need to know

  • January 11, 2026
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
BBusiness
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
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5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate

  • January 10, 2026
Lucigerma / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
BBusiness
Here's what you still have time to do
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Here’s what you still have time to do

  • December 24, 2025
Aire Images | Moment | Getty Images As the calendar winds down, there is still time for certain…
PPersonal finance
Only 27% Think They'll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People
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Only 27% Think They’ll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People

  • December 16, 2025
Patricio Nahuelhual / Getty Images Many retirees say they can’t absorb a surprise expense. Here’s what experts suggest.…
PPersonal finance
Treasury, IRS finalize rule for 401(k) catch-up contributions
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These big 401(k) changes are coming in 2026 — what it means for you

  • December 7, 2025
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which…
PPersonal finance
Politics is now the No. 1 money worry, financial planners say
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Politics is now the No. 1 money worry, financial planners say

  • December 4, 2025
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
PPersonal finance
Here are some of the biggest required minimum distribution mistakes
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Here are some of the biggest required minimum distribution mistakes

  • November 24, 2025
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
PPersonal finance
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
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Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it

  • November 18, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
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